Jo Masters, Chief Economist at Barrenjoey Capital Partners, brings 25 years of economic insight, while Ben Samild, Chief Investment Officer at the Future Fund, leverages his extensive hedge fund expertise. Hervé Lemahieu, Director of Research at the Lowy Institute, dives into strategic geopolitics. They explore rising geopolitical tensions, the implications of U.S.-China relations, and the impact of political shifts on global markets. The discussion also covers inflation, decarbonization, and the significance of geopolitical risk in shaping investment strategies.

Ben Samild, Chief Investment Officer at Future Fund, and Jayne Bok, Head of Investments, Asia at Willis Towers Watson, dive into the innovative Total Portfolio Approach (TPA). They discuss the shift from traditional asset allocation to a more dynamic and integrated strategy, showcasing collaboration among global asset owners. Their conversations cover the risks and benefits of TPA, digital asset strategies, and the need for a cultural shift in investment management. They even share amusing personal tales about how social media shaped their relationships!